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iShares Russell 1000 Value ETF
IWD

Overview Fund Activity

1,456 hedge funds and large institutions have $46.7B invested in iShares Russell 1000 Value ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 536 increasing their positions, 409 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,456
Holders Change
+143
Holders Change %
+10.89%
% of All Funds
23.49%
Holding in Top 10
116
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.42%
% of All Funds
1.87%
New
219
Increased
536
Reduced
409
Closed
48
Calls
$17.3M
Puts
$13.9M
Net Calls
+$3.37M
Net Calls Change
-$10.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$300M
2
BlackRock
BlackRock
New York
+$174M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$122M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$85.7M
5
Wells Fargo
Wells Fargo
California
+$79.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$353M
2
JHU
Johns Hopkins University
Maryland
-$96.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$78M
4
BWCS
Beirne Wealth Consulting Services
Connecticut
-$61.2M
5
UBS Group
UBS Group
Switzerland
-$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
751
RFG Advisory
Alabama
$921K -$2.26M -14,085 -71%
AFG
752
Allegheny Financial Group
Pennsylvania
$920K – – –
CWA
753
Core Wealth Advisors
Florida
$918K – – –
HC
754
Hoese & Co
Minnesota
$917K – – –
PWP
755
Pursue Wealth Partners
California
$915K – – –
Federated Hermes
756
Federated Hermes
Pennsylvania
$912K +$912K +6,011 New
KFP
757
KB Financial Partners
New Jersey
$906K – – –
AAS
758
Annex Advisory Services
Wisconsin
$904K -$235K -1,548 -21%
DIA
759
Dana Investment Advisors
Wisconsin
$902K +$65.8K +434 +8%
WDL
760
Well Done LLC
Michigan
$900K +$900K +6,020 New
SWM
761
Soundmark Wealth Management
Washington
$895K – – –
CIA
762
Choate Investment Advisors
Massachusetts
$891K -$511K -3,368 -36%
MC
763
Middleton & Co
Massachusetts
$890K -$9.86K -65 -1%
AG
764
Appleton Group
Wisconsin
$888K – – –
CFAM
765
Coury Firm Asset Management
Pennsylvania
$885K +$11.4K +75 +1%
PCM
766
Pointe Capital Management
Michigan
$884K +$52.2K +344 +6%
STA
767
Summit Trail Advisors
New York
$880K -$179K -1,180 -17%
FFN
768
Focus Financial Network
Minnesota
$876K +$22.4K +148 +3%
BIA
769
BHK Investment Advisors
Alabama
$876K -$257K -1,696 -23%
FI
770
Financial Insights
Washington
$868K -$12.3K -81 -1%
FA
771
Financial Advisors
Massachusetts
$866K +$518K +3,415 +149%
ARC
772
Advisor Resource Council
Texas
$865K -$100K -661 -10%
FBA
773
Front Barnett Associates
Illinois
$864K – – –
CWA
774
Consilium Wealth Advisory
Texas
$860K +$254K +1,676 +42%
N
775
Natixis
France
$853K +$853K +5,627 New
29 30
31
32 33